Filed January 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $359,725 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,900 | $115,744+21.7% | $100,415+40.3% | $200,096-29.6% |
| Participation rate | 98.9% | 85.7%+13.2pp | 81.5%+17.3pp | 72.0%+26.8pp |
| Annual return | 19.40% | 17.79%+1.6pp | 49.47%-30.1pp | 34.26%-14.9pp |
| Employer contribution / active EE | $9,321 | $3,657+154.8% | $3,943+136.4% | $3,038+206.8% |
| Participant deferral / active EE | $17,373 | $9,844+76.5% | $8,091+114.7% | $5,090+241.3% |
| Admin fee / account holder | $75 | $93-19.7% | $7,906-99.1% | $269-72.3% |